Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Chico has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Chico, California have an average of 0 years of experience.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SWEENEY & MICHEL, LLC 196 Cohasset Road, Suite 100 Chico, CA, 95926 | $423,475,721 | 1095 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | THE O'DONNELL GROUP 555 Main Street, Suite 400 Chico, CA, 95928 | $355,782,050 | 702 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | MURRAY FINANCIAL SERVICES, INC 140 Yellowstone Drive, Suite 100 Chico, CA, 95973 | $106,878,033 | 305 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 282595
Assets Under Management $423,475,721
No. Of Clients1095
Clients Per Financial Advisor274
SWEENEY & MICHEL, LLC is a financial advisory firm situated in Chico, California. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162562
Assets Under Management $355,782,050
No. Of Clients702
Clients Per Financial Advisor176
THE O'DONNELL GROUP is a financial advisory firm situated in Chico, California. With a nearly $356M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 176528
Assets Under Management $106,878,033
No. Of Clients305
Clients Per Financial Advisor102
MURRAY FINANCIAL SERVICES, INC is a financial advisory firm situated in Chico, California. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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